Automations & Workflows
Event-driven rules that trigger actions automatically — no code needed.
What Automations Do
Automations replace manual, repetitive tasks with rules that execute automatically. Each automation has three parts:
- Trigger — the event that starts it ("when a patient is onboarded")
- Conditions — optional filters ("only if the patient is over 65")
- Actions — what happens ("require these forms, send this email, notify the specialist")
Admins configure automations through the platform interface — no code, no developer needed.
Examples
Patient onboarding
Trigger: Patient is onboarded at the clinic Actions:
- Require privacy policy consent form
- Require telerehabilitation informed consent
- Send welcome email with preparation instructions
Appointment preparation
Trigger: Appointment is confirmed Actions:
- Generate pre-appointment questionnaire
- Send preparation guide to patient
- Notify specialist with patient summary
Follow-up sequences
Trigger: Appointment marked as done Conditions: Service type is "Initial Evaluation" Actions:
- Send satisfaction survey after 24 hours
- Schedule follow-up reminder for 2 weeks
- Email clinical summary to patient
Treatment adherence monitoring
Trigger: Patient's weekly treatment adherence drops below 50% Actions:
- Send motivational reminder to patient
- Alert assigned specialist
Smart targeting
Trigger: Patient added to segment "High Pain + Inactive" Conditions: Age >= 65, no appointments in last 3 months Actions:
- Send personalized check-up reminder
- Notify clinic admin for outreach
Available Triggers
| Trigger | Fires When |
|---|---|
| Patient onboarded | A new patient is registered at the clinic |
| Appointment booked | A new appointment is created |
| Appointment confirmed | Staff confirms the appointment |
| Appointment completed | Appointment is marked as done |
| Form signed | A patient signs any form |
| Treatment plan assigned | A specialist assigns a treatment plan |
| Adherence threshold | Treatment completion drops below a configured percentage |
| Segment membership | A patient enters or exits a segment |
Available Actions
| Action | What It Does |
|---|---|
| Require form | Generate and assign a form to the patient |
| Send email | Send a templated email to patient, specialist, or admin |
| Send notification | Push notification in the platform |
| Grant access | Unlock a feature (telerehab access, library access) |
| Create task | Create a follow-up task for clinic staff |
| Add to segment | Manually add patient to a segment |
How Automations Connect to Other Features
- Forms — automations generate forms and react to form signatures
- Segments — segment membership changes trigger automations; automations can add patients to segments
- Treatment plans — automations react to adherence changes and plan assignments
- Appointments — automations trigger at every appointment lifecycle transition
For developers
Technical details — database schemas, API endpoints, execution engine, and condition evaluation — are available in the Automations feature spec.